SHCO Soho House & Co Inc. Insider Trading

Goldman Sachs (10% owner) sells 1,666,666 SHCO shares at $9.00; reduces stake to 13.86M shares from 15.53M (-10.7%)

Goldman Sachs sold 1,666,666 shares (1.67M shares) of Soho House at $9.00 on 2026-01-29, reducing its stake from 15,526,619 shares (15.53M shares) to 13,859,953 shares (13.86M shares). The sale occurred at the 52-week high ($9.00), and the transaction value was $14,999,994.00 ($15.0M). Against Goldman Sachs' cross-ticker track record, which shows 8 prior sells with an average 30-day return of -1.5%, this reduction occurred at a favorable price level relative to recent trading range. Soho House remains unprofitable (net income $-18,708,000 ($-18.7M) over its most recent full fiscal year), though revenues totaled $370,750,000.00 ($370.8M) with annual growth of +6.0%. The timing and size of the disposition, combined with the company's ongoing net losses, merit monitoring of Goldman Sachs' broader positioning and any subsequent capital allocation activity at the company.

Goldman Sachs sells 1,666,666 shares of SHCO at $9.00 for $15.0M; retains 13.86M-share stake (10% holder).

Goldman Sachs, a 10% owner of Soho House, sold 1,666,666 shares at $9.00 on 2026-01-29, reducing its position by 10.7% while maintaining substantial ownership at 13,859,953 shares post-transaction. The sale occurred at the 52-week high of $9.00, concurrent with a company that generated $370,750,000 in quarterly revenue but reported a net loss of $-18,708,000 over its most recent full fiscal year. Goldman's cross-ticker insider trading history shows 8 prior sells with an average 30-day return of -1.5%, providing limited predictive weight for this specific transaction at SHCO. The timing and partial liquidation warrant monitoring given the company's persistent unprofitability, though the maintained 13.86M-share position signals continued exposure rather than a full exit.

Director Popstefanov Gjorgi acquires 11,111,111 shares of SHCO for $99,999,999.00 at $9.00

Director Popstefanov Gjorgi purchased 11,111,111 shares at $9.00 on 2026-01-29 for $99,999,999.00, representing an initial position build in a company trading near its 52-week high of $9.00. The purchase is material—$100.0M in absolute value for a company with market cap of $1.8B—and occurs as Soho House reports unprofitability (net income of $-18.7M in the latest quarter and negative full-year net income) despite recent revenue growth of 6.0%. The investment takes place at the top of the stock's 52-week range, where current price of $8.99 sits -0.1% from the high, indicating the shares were acquired at near-peak valuation. The combination of scale (11.11M shares as a new position), price point (at the 52-week high), and company fundamentals (ongoing losses) creates a notable signal for investor scrutiny.

CEO Carnie Andrew sold 189,436 shares for $1,228,796.75 across two trades at blended avg $6.49

Carnie Andrew, CEO of Soho House & Co Inc., executed 2 separate sales totaling 189,436 shares for $1,228,796.75 on July 21–22, 2025, reducing his holdings by 14.6% from 1,293,411 to 1,103,975 shares. The sales occurred at a blended average price of $6.49, which sits 1.7% above the current price of $6.38 and 23.0% below the 52-week high of $8.29, placing them in the lower half of recent trading range. The company posted a full-year loss despite generating $282,864,000.00 in quarterly revenue with only $8,168,000.00 in net income, and while annual revenue grew 6.0%, the stock has declined 9.4% over the prior 30 days. The magnitude and timing of this CEO liquidation warrant attention given the company's unprofitability backdrop and downward price momentum.

Director Jackson Yusef buys 500 SHCO shares at $5.34; stock down 37.8% from 52-week high

Jackson Yusef, a Director, purchased 500 shares of Soho House & Co Inc. at $5.34 on 2024-06-20, increasing his holdings from 53,844 to 54,344 shares. The transaction is modest in absolute terms ($2,670.00 total value, +0.9% of pre-transaction holdings). Contextually, the stock has declined significantly: it currently trades at $5.09, down 37.8% from its 52-week high of $8.19 and down 14.7% over the prior 90 days. The company remains unprofitable (net income $-46,040,000.00 on revenue of $263,146,000.00 in the latest quarter), though annual revenue growth remains positive at 16.8%. Yusef's cross-ticker track record shows 1 prior buy with a 90-day win rate of 100.00%, and his single prior transaction at SHCO (2023-09-15) also delivered positive 90-day returns, suggesting prior buy timing has been favorable. However, the small share increase relative to existing holdings and the company's current unprofitable state mean this transaction should be evaluated with caution before drawing broad conclusions about insider sentiment.